ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,432,191 | +1.1% | 54,811 | +5.9% | 0.59% | +8.8% |
| Q2 2023 | $8,341,089 | +18.1% | 51,747 | +11.2% | 0.55% | +41.1% |
| Q1 2023 | $7,062,721 | +467.3% | 46,539 | +413.8% | 0.39% | +339.8% |
| Q2 2022 | $1,245,000 | -32.9% | 9,058 | -24.0% | 0.09% | -22.8% |
| Q1 2022 | $1,856,000 | +15.4% | 11,919 | +16.0% | 0.11% | +14.0% |
| Q4 2021 | $1,609,000 | +628.1% | 10,272 | +584.8% | 0.10% | +488.2% |
| Q2 2021 | $221,000 | +4.2% | 1,500 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $212,000 | – | 1,500 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scottrade Investment Management | 1,975,903 | $187,632,000 | 25.96% |
| HOME FEDERAL BANK OF TENNESSEE | 461,553 | $43,829,000 | 25.70% |
| Miracle Mile Advisors, LLC | 521,000 | $49,474,000 | 12.35% |
| Valmark Advisers, Inc. | 4,755,045 | $451,539,000 | 11.28% |
| Regal Wealth Group, Inc. | 120,233 | $11,417,000 | 10.36% |
| FIRST HAWAIIAN BANK | 576,446 | $54,739,000 | 9.33% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 343,316 | $32,134,000 | 8.54% |
| LVZ, Inc. | 212,461 | $20,175,000 | 8.28% |
| ETF Portfolio Partners, Inc. | 98,696 | $9,372,000 | 7.47% |
| APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 121,012 | $11,491,000 | 7.37% |